My clients include high-net-worth and high-income families, typically in their 30s-60s who are:

1. Business owners,

2. Highly compensated employees with equity compensation, and

3. Professionals with Practices (Veterinarians, Doctors, Dentists).

• High Income Families (>350,000)

• High Net Worth (Liquid assets of > 1,000,000)

I coordinate your investment, tax, legal, and estate demands through our unique Members' Wealth approach. My goal is to preserve and grow your wealth to endure over time, while thoughtfully evolving your strategy to suit an ever-changing world.

Fine-tuned to each individual, family, or business need, I develop, implement, and execute custom planning and investment strategies, rooted in finance and law, enhanced with behavioral analysis.

I'm sure you have more questions, and I'm looking forward to learning your unique situation.

Contact me here.